EWA
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Evolution Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Evolution Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
23,009
+6,360
+38% +$501K 0.18% 51
2025
Q4 		$1.31M Buy
16,649
+3,005
+22% +$237K 0.13% 63
2025
Q3 		$1.08M Buy
13,644
+1,395
+11% +$110K 0.14% 72
2025
Q2 		$964K Buy
12,249
+690
+6% +$53.9K 0.14% 74
2025
Q1 		$905K Buy
11,559
+2,029
+21% +$158K 0.15% 65
2024
Q4 		$736K Sell
9,530
-98
-1% -$7.61K 0.12% 74
2024
Q3 		$758K Buy
9,628
+795
+9% +$61.9K 0.14% 67
2024
Q2 		$678K Buy
8,833
+189
+2% +$14.4K 0.13% 71
2024
Q1 		$663K Buy
8,644
+927
+12% +$71.1K 0.13% 68
2023
Q4 		$594K Buy
7,717
+405
+6% +$30.7K 0.12% 71
2023
Q3 		$550K Sell
7,312
-27
-0.4% -$2.04K 0.12% 69
2023
Q2 		$555K Buy
7,339
+600
+9% +$45.7K 0.12% 68
2023
Q1 		$515K Sell
6,739
-110
-2% -$8.34K 0.12% 68
2022
Q4 		$516K Buy
6,849
+50
+0.7% +$3.75K 0.13% 70
2022
Q3 		$509K Sell
6,799
-285
-4% -$21.8K 0.14% 64
2022
Q2 		$544K Buy
7,084
+565
+9% +$43.5K 0.14% 69
2022
Q1 		$508K Buy
6,519
+1,045
+19% +$83K 0.1% 73
2021
Q4 		$442 Hold
5,474
– – 0.07% 80
2021
Q3 		$449K Buy
5,474
+545
+11% +$44.8K 0.1% 66
2021
Q2 		$405K Sell
4,929
-37,379
-88% -$3.07M 0.08% 74
2021
Q1 		$3.48M Sell
42,308
-24,551
-37% -$2.03M 0.78% 32
2020
Q4 		$5.54M Buy
66,859
+2,860
+4% +$237K 1.25% 24
2020
Q3 		$5.32M Sell
63,999
-72,965
-53% -$6.06M 1.45% 22
2020
Q2 		$11.4M Buy
136,964
+58,313
+74% +$4.82M 3.73% 9
2020
Q1 		$6.46M Sell
78,651
-195
-0.2% -$15.8K 2.61% 13
2019
Q4 		$6.36M Buy
78,846
+664
+0.8% +$53.6K 1.59% 18
2019
Q3 		$6.32M Buy
+78,182
New +$6.31M 3.01% 9
2019
Q2 		– Sell
-72,217
Closed -$5.75M – 467
2019
Q1 		$5.75M Sell
72,217
-29,953
-29% -$2.36M 2.64% 14
2018
Q4 		$8.03M Buy
+102,170
New +$7.97M 3.66% 6

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's BSV Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 38% in Q1 2026, buying an estimated $501K and bringing the position to 23,009 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #51.

Evolution Wealth Advisors first reported a position in BSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.4M in Q2 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Evolution Wealth Advisors held 23,009 shares of Vanguard Short-Term Bond ETF worth $1.8M as of Q1 2026.
  • Evolution Wealth Advisors bought 6,360 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $501K.
  • Vanguard Short-Term Bond ETF made up 0.18% of Evolution Wealth Advisors's portfolio in Q1 2026, its #51 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Evolution Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $11.4M in Q2 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.